Wine Investment
Wine Performance
The Liv-ex indices have revolutionised the Fine Wine market for merchants and investors alike, allowing access to live market and performance data for the worlds top wines. We've compiled data on how fine wine has performed in the past one and five years.
Wine vs Equity Markets
LIV-EX FINE WINE 1000 vs POPULAR GLOBAL INDICES
JAN '17 - JAN '22
The Liv-ex Fine Wine 1000 is the broadest measure of the Fine Wine market consisting of the top 1000 traded wines in the market according to Liv-ex. The chart below shows how it has performed against global indices over the past five years.
*For any prices shown on this page, the values have been calculated using the Liv-ex Market price for a case size of 12x75cl. The prices indicated are for stock in pristine condition and in either original wooden cases or original cardboard cases.
| Index | Index Ending Value | 5yr |
|---|---|---|
| Liv-ex Fine Wine 1000 | 424.46 | 41.6% |
| FTSE 100 | 7,560.37 | 3.4% |
| Dow Jones Industrial | 36,290.32 | 83.9% |
| DAX | 16,010.32 | 38.4% |
| Hang Seng | 24,402.17 | 6.3% |
LIV-EX FINE WINE 1000 vs GOLD
JAN '21 - JAN '22
2021 proved to be a challenging year for most given the continued economic uncertainty caused by the pandemic. In this chart we outline the performance of the Liv-ex Fine Wine 1000 against another commodity, Gold. Even with its reputation as a hedge against risk the Liv-ex Fine Wine 1000 still outperformed it with a gain of 19.1%
| Index | Index Ending Value | 1yr |
|---|---|---|
| Liv-ex Fine Wine 1000 | 424.46 | 19.1% |
| Gold | 1789.9 | -5.9% |
Investing in Fine Wine
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5 Year Performance
Liv-ex Regional Indices
Liv-Ex French Indices
Jan '17 - Jan '22
French wine is still the most popular amongst consumers and investors globally. The chart below tracks the growth achieved in indices of the most popular regions from France over the past five years.
| Index | Index Ending Value | 5yr |
|---|---|---|
| Champagne 50 | 600.64 | 85.9% |
| Rhone 100 | 228.28 | 31.3% |
| Bordeaux 500 | 354.33 | 20.9% |
| Burgundy 150 | 707.49 | 90.5% |
Top 5 performers within regional indices
Burgundy 150
| Wine | Price (Dec 2016) | Price (Dec 2021) | 5 Year Gain |
|---|---|---|---|
| Domaine de la Romanee-Conti, Richebourg Grand Cru, 2010 | £14,784 | £52,800 | 257.1% |
| Domaine Armand Rousseau, Chambertin Grand Cru, 2011 | £7,356 | £24,968 | 239.4% |
| Domaine de la Romanee-Conti, Richebourg Grand Cru, 2009 | £17,664 | £52,800 | 198.1% |
| Domaine Bonneau du Martray, Corton-Charlemagne Grand Cru, 2009 | £940 | £2,800 | 197.9% |
| Domaine Bonneau Martray, Corton-Charlemagne Grand Cru, 2014 | £1,017 | £4,000 | 293.3% |
Champagne 50
| Wine | Price (Dec 2016) | Price (Dec 2021) | 5 Year Gain |
|---|---|---|---|
| Taittinger, Comtes de Champagne Blanc de Blancs, 2006 | £770 | £1,870 | 143.0% |
| Taittinger, Comtes de Champagne Blanc de Blancs, 2004 | £870 | £1,980 | 127.6% |
| Krug, Vintage Brut, 2000 | £1,800 | £3,600 | 100.0% |
| Krug, Vintage Brut, 1998 | £2,216 | £4,200 | 89.5% |
| Bollinger, La Grande Annee, 2005 | £570 | £1,198 | 110.2% |
Bordeaux 500
| Wine | Price (Dec 2016) | Price (Dec 2021) | 5 Year Gain |
|---|---|---|---|
| Carruades de Lafite, Pauillac, 2014 | £1,600 | £3,280 | 105.0% |
| Le Petit Mouton de Mouton Rothschild, Pauillac, 2014 | £1,534 | £2,460 | 60.36% |
| Pavillon Rouge du Chateau Margaux, Margaux, 2014 | £1,050 | £1,675 | 59.52% |
| Chateau Lafite Rothschild Premier Cru Classe, Pauillac, 2014 | £3,900 | £6,580 | 68.71% |
| Carruades de Lafite, Pauillac, 2015 | £1,580 | £3,360 | 112.66% |
Rhone 100
| Wine | Price (Dec 2016) | Price (Dec 2021) | 5 Year Gain |
|---|---|---|---|
| Domaine Jean Louis Chave, Hermitage, Rouge, 2008 | £1,300 | £2,055 | 58.77% |
| Domaine Jean Louis Chave, Hermitage, Rouge, 2010 | £3,892 | £7,200 | 85.0% |
| Domaine Jean Louis Chave, Hermitage, Rouge, 2009 | £3,200 | £5,950 | 86.0% |
| Chateau de Baucastel Rouge, Chateauneuf-du-Pape, 2014 | £360 | £500 | 38.9% |
| Domaine Jean Louis Chave, Hermitage, Rouge, 2011 | £1,500 | £2,600 | 73.3% |
LIV-EX CALIFORNIA 50 vs REST OF THE WORLD 60 vs ITALY 100 INDICES
JAN '17 - JAN '22
A distinct feature of the Fine Wine market in recent years has been its diversification. In 2021, more wines traded on the secondary market than ever before with 11,452 wines traded, 10.5% more than in 2020 and almost seven times higher than a decade ago. As a result of this we have seen an increase in the most popular regions outside of France. These three indices have risen in the last five years confirming the desire for diversity amongst fine wine portfolios.
| Index | Index Ending Value | 5yr |
|---|---|---|
| California 50 | 372.17 | 52.9% |
| Rest of the World 60 | 349.11 | 34.7% |
| Italy 100 | 367.28 | 50.5% |
Top 5 performers within regional indices
California 50
| Wine | Price (Dec 2016) | Price (Dec 2021) | 5 Year Gain |
|---|---|---|---|
| Dominus, Napa Valley, 2009 | £1,300 | £2,062 | 58.6% |
| Harlan Estate, Napa Valley, 2006 | £4,896 | £9,794 | 100.0% |
| Ridge, California Cabernet Sauvignon Monte Bello, Santa Cruz Mountains, 2011 | £1,350 | £3,500 | 159.2% |
| Opus One, Napa Valley, 2006 | £3,000 | £4,600 | 53.3% |
| Dominus, Napa Valley, 2007 | £1,700 | £2,700 | 58.8% |
Rest of the World 60
| Wine | Price (Dec 2016) | Price (Dec 2021) | 5 Year Gain |
|---|---|---|---|
| Dominus, Napa Valley, 2009 | £1,300 | £2,062 | 58.6% |
| Vega Sicilia, Unico, Ribera del Duero, 2008 | £1,925 | £2,600 | 35.1% |
| Vega Sicilia, Unico, Ribera del Duero, 2007 | £1,800 | £2,700 | 50.0% |
| Opus One, Napa Valley, 2008 | £2,770 | £4,600 | 66.1% |
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2008 | £21,960 | £34,800 | 58.46% |
Italy 100
| Wine | Price (Dec 2016) | Price (Dec 2021) | 5 Year Gain |
|---|---|---|---|
| Sassicaia, Tenuta San Guido, Bolgheri, 2009 | £1,384 | £2,790 | 101.59% |
| Tiganello, Toscana, 2013 | £660 | £1,360 | 106.1% |
| Gaja, Barbaresco, 2008 | £1,188 | £1,979 | 66.58% |
| Sassicaia, Tenuta San Guido, Bolgheri, 2008 | £1,390 | £2,700 | 94.24% |
| Sassicaia, Tenuta San Guido, Bolgheri, 2013 | £1,190 | £2,260 | 89.92% |
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1 Year Performance
Liv-ex Regional Indices
2021 marked a successful year for the secondary market for fine wines. Liv-ex, the London International Vintners Exchange reported that all previous records had been broken and surpassed. A combination of low interest rates and accumulated savings throughout lockdowns increased demand for tangible assets. Fine Wines resilience throughout the uncertainty of 2020 and 2021 heightened the appeal to collecting fine wines.
At Moncharm Wine Traders we do not recommend a period of hold less than 5 years. However, given the recent global economic uncertainty we feel it is helpful to highlight the increases some Fine Wine prices have had over the past year.
Liv-Ex French Indices
Jan '21 - Jan '22
Top 5 performers within regional indices
Burgundy 150
| Wine | Price (Dec 2020) | Price (Dec 2021) | 12 Month Gain |
|---|---|---|---|
| Domaine Bonneau du Martray, Corton-Charlemagne Grand Cru, 2009 | £1,570 | £2,800 | 78.3% |
| Domaine de la Romanee-Conti, Grands Echezeaux Grand Cru, 2012 | £23,200 | £48,000 | 106.9% |
| Domaine de la Romanee-Conti, Romanee-Saint-Vivant Grand Cru, Marey-Monge, 2008 | £20,200 | £37,200 | 84.15% |
| Domaine Leflaive, Batard-Montrachet Grand Cru, 2013 | £3,600 | £8,612 | 139.22% |
| Domaine de la Romanee-Conti, Echezeaux Grand Cru, 2007 | £18,400 | £31,200 | 69.6% |
Champagne 50
| Wine | Price (Dec 2020) | Price (Dec 2021) | 12 Month Gain |
|---|---|---|---|
| Salon, Le Mesnil-sur-Oger Grand Cru, 2002 | £5,900 | £12,300 | 108.47% |
| Taittinger, Comtes de Champagne Blanc de Blancs, 2006 | £940 | £1,870 | 98.9% |
| Salon, Le Mesnil-sur-Oger Grand Cru, 2006 | £4,900 | £9,400 | 91.83% |
| Krug, Vintage Brut, 2000 | £2,112 | £3,600 | 70.6% |
| Krug, Vintage Brut, 2002 | £2,750 | £4,600 | 67.3% |
Bordeaux 500
| Wine | Price (Dec 2020) | Price (Dec 2021) | 12 Month Gain |
|---|---|---|---|
| Le Pin, Pomerol, 2009 | £36,000 | £47,906 | 33.1% |
| Chateau Rieussec Premier Cru Classe, Sauternes, 2011 | £275 | £390 | 42.0% |
| Chateau Calon Segur 3eme Cru Classe, Saint-Estephe, 2009 | £900 | £1,215 | 35.0% |
| Petrus, Pomerol, 2013 | £19,300 | £28,000 | 45.1% |
| Chateau Lafite Rothschild Premier Cru Classe, Pauillac, 2017 | £4,800 | £6,500 | 35.4% |
Rhone 100
| Wine | Price (Dec 2020) | Price (Dec 2021) | 12 Month Gain |
|---|---|---|---|
| Domaine Jean Louis Chave, Hermitage, Rouge, 2008 | £1,800 | £2,055 | 14.2% |
| Paul Jaboulet Aine, Hermitage, La Chapelle Rouge, 2010 | £1,390 | £2,100 | 51.1% |
| M. Chapoutier, Ermitage, Le Pavillon, 2016 | £2,160 | £3,700 | 71.3% |
| Paul Jaboulet Aine, Hermitage, La Chapelle Rouge, 2009 | £1,340 | £1,948 | 45.4% |
| Domaine Jean Louis Chave, Hermitage, Rouge, 2010 | £5,004 | £7,200 | 43.9% |
LIV-EX CALIFORNIA 50 vs REST OF THE WORLD 60 vs ITALY 100 INDICES
JAN '21 - JAN '22
| Index | Index Ending Value | 1yr |
|---|---|---|
| California 50 | 372.17 | 23.6% |
| Rest of the World 60 | 349.11 | 22.4% |
| Italy 100 | 367.28 | 13.9% |
Top 5 performers within regional indices
California 50
| Wine | Price (Dec 2020) | Price (Dec 2021) | 12 Month Gain |
|---|---|---|---|
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2009 | £25,400 | £37,989 | 49.6% |
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2006 | £30,000 | £37,989 | 26.6% |
| Ridge, California Cabernet Sauvignon Monte Bello, Santa Cruz Mountains, 2011 | £1,400 | £3,500 | 150.0% |
| Ridge, California Cabernet Sauvignon Monte Bello, Santa Cruz Mountains, 2013 | £1,400 | £2,500 | 78.6% |
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2015 | £31,012 | £34,000 | 9.7% |
Rest of the World 60
| Wine | Price (Dec 2020) | Price (Dec 2021) | 12 Month Gain |
|---|---|---|---|
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2009 | £25,400 | £37,989 | 49.6% |
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2015 | £31,012 | £34,000 | 9.7% |
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2013 | £28,000 | £38,434 | 37.7% |
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2016 | £26,524 | £35,200 | 32.7% |
| Screaming Eagle, Cabernet Sauvignon, Oakville, 2010 | £33,600 | £47,338 | 40.9% |
Italy 100
| Wine | Price (Dec 2020) | Price (Dec 2021) | 12 Month Gain |
|---|---|---|---|
| Soldera Case Basse, 100% Sangiovese, Toscana, 2008 | £6,000 | £7,782 | 29.7% |
| Tignanello, Toscana, 2009 | £964 | £1,510 | 56.6% |
| Tignanello, Toscana, 2015 | £960 | £1,436 | 49.6% |
| Masseto, Toscana, 2010 | £6,360 | £9,115 | 43.3% |
| Tignanello, Toscana, 2016 | £980 | £1,410 | 43.9% |
*Past performance is not indicative of future results. We recommend seeking your own independent investment and tax advice.
